California Files

Ronald F Frank › Form 700

Ronald F Frank: 2024 Annual statement

Annual 2024
Judge, Los Angeles County Superior Court · due 2025-03-03
Filed
2025-02-06 · signed 02/06/2025 04:12 PM
Source
Read from the FPPC's structured data, checked against the PDF · the PDF (15 p.) · FPPC portal

Schedule A-1 · Investments (under 10%) 55

NameBusinessValue
Abbott LaboratoriesHealthcare$10,001–$100,000
Abbvie IncHealthcare$10,001–$100,000
Alphabet Inc. Cap Stock Class AHealthcare$10,001–$100,000
Altria Group IncConsumer Staples$10,001–$100,000
Amgen IncHealthcare$10,001–$100,000
Apple IncInformation Technology$100,001–$1,000,000
AT&T IncTelecommunications$2,000–$10,000
Berkshire Hathaway Inc Cl AFinancialsover $1,000,000
BP PLC Sp ADREnergy$10,001–$100,000
Bristol Myers Squibb Co.Pharmaceuticals$10,001–$100,000
Canon Inc ADRInformation Technology$10,001–$100,000
Caterpillar IncIndustrial$100,001–$1,000,000
Chevron CorpEnergy$10,001–$100,000
Cisco Systems IncInformation Technology$10,001–$100,000
Coca-Cola CoConsumer Staples$10,001–$100,000
Comcast Corp Cl AConsumer Discretionary$2,000–$10,000
Constellation Energy Corp.Carbon Free Energy$10,001–$100,000
Costco Wholesale CorpConsumer Staples$100,001–$1,000,000
Cummins IncIndustrial$10,001–$100,000
Edison IntlUtilities$10,001–$100,000
Emerson Electric CoIndustrial$10,001–$100,000
Enterprise Products Partners LP
partnership income $0–$499
Energy · Partnership$10,001–$100,000
Exelon CorpUtilities$10,001–$100,000
First Industrial Realty TrustREIT · Trust$10,001–$100,000
Fox Corp. CL AConsumer Discretionary$2,000–$10,000
GE Aerospace ComAerospace$2,000–$10,000
GE Vernova Inc.Energy$2,000–$10,000
Illinois Tool Works IncIndustrial$100,001–$1,000,000
Intel CorpInformation Technology$10,001–$100,000
Johnson & JohnsonHealthcare$10,001–$100,000
Kinder Morgan IncEnergy$10,001–$100,000
Lockheed Martin CorpIndustrial$2,000–$10,000
McDonalds CorpConsumer Discretionary$100,001–$1,000,000
Merck & Co IncHealthcare$10,001–$100,000
Microsoft CorpInformation Technology$100,001–$1,000,000
Mondelez International Inc. Class ASnack Food and Beverage Manufacturing$2,000–$10,000
Nektar TherapeuticsPharmaceuticals$2,000–$10,000
Nextera Energy IncEnergy$100,001–$1,000,000
Nucor CorpMaterials$10,001–$100,000
ONEOK, Inc.Natural Gas Liquids Energy Company$10,001–$100,000
Organon & CompanyPharmaceuticals$2,000–$10,000
PepsiCo IncConsumer Staples$10,001–$100,000
Pfizer IncHealthcare$10,001–$100,000
Philip Morris Intl IncConsumer Staples$100,001–$1,000,000
Phillips 66Energy$10,001–$100,000
Procter & Gamble CoConsumer Staples$100,001–$1,000,000
Royal Dutch Shell PLC Sp ADR AEnergy$10,001–$100,000
Schlumberger Ltd.Oilfield Services$2,000–$10,000
Stryker CorpHealthcare$100,001–$1,000,000
Teva Pharmaceutical Industries Ltd ADRHealthcare$10,001–$100,000
Toyota Motor Corp Sp ADRConsumer Discretionary$10,001–$100,000
Verizon Communications IncTelecommunications$10,001–$100,000
Viatris, Inc.Pharmaceuticals$2,000–$10,000
Walt Disney Co.Entertainment$2,000–$10,000
Wells Fargo & CoFinancials$10,001–$100,000

Schedule A-2 · Businesses & trusts (10% or more) 2

Ronald F. Frank and Eileen Bailey Frank Trust trust · from the PDF

c/o Wells Fargo Bank, 777 Wilshire Blvd, LA 90017

Value — · gross income $500–$1,000

Holds: Transamerica Life Insurance Company (Provider of annuities and other investment products) · $100,001–$1,000,000 · trust

Ronald F. Frank and Eileen Bailey Frank Trust trust · from the PDF

Court address: 1 Regent Street, Inglewood, CA 90301

Value — · gross income $1,001–$10,000

Holds: 418 Pond Hill Road, Barrington, NH 03825-6144 (Rental property) · $100,001–$1,000,000 · Property Ownership/Deed of Trust

Schedule B · Real property 1

PropertyValueRental income
Highlands Inn Unit 434, Carmel Highlands, CA 93923
Ownership/Deed of Trust
$10,001–$100,000—

Schedule C · Income and business positions 3

SourceIncome
LA Unified School District
public agency · bond holder · 333 S. Beaudry Ave., 24th Floor, LA CA 90017
$500–$1,000
Other: bond interest
Magellan Midstream Partners LP
Transportation, storage and distribution of petroleum products · limited partner · 1 Williams Ctr., Tulsa, OK 74172
$1,001–$10,000
Partnership
San Juaquin Hills Transportation Corridor
public agency · bondholder · 125 Pacifica 120, Irvine, CA 92618
$500–$1,000
Other: bond interest

The filer's comments

A-1 First Industrial and Mondelez were acquired before 2023 but were inadvertently omitted last year

A-2 Family trust holds annuity and rental property; less than $10k income

C Many of the stocks listed in Sched A-1 pay dividends. Total of all such dividends iand holdings-related interest was $61.5k for 2023